McKesson

Alluvium Asset Management said it increased its position in McKesson after the drug distributor reported full‑year results in line with expectations and management reaffirmed 13–16% long‑term earnings growth. The fund’s valuation model rose about 18% versus the share price, leading McKesson to represent 6.8% of the Conventum – Alluvium Global Fund. McKesson closed at $899.56 on September 15, with a 52‑week gain near 30% and recent analyst commentary describing its FY27 outlook as "good enough." » Altro su finance.yahoo.com

At the Morgan Stanley Healthcare Conference, McKesson raised its EPS outlook for 2027 to $44.20–45.00 and sees reported growth of 13–15%. Strong results in the Oncology and Multispecialty segment and expansion in oncology and biopharma services—including the planned acquisition of Precision Medicine Group—are driving the improvement. The med-surg business is under pressure, while buybacks, higher dividends and a planned spinoff of Wellverse support capital allocation and shareholder returns. » Altro su de.investing.com

McKesson plans to acquire Precision Medicine Group for $2.25 billion to add oncology-focused CRO, clinical-trial and market-access capabilities to its Oncology and Multi-Specialty segment, subject to regulatory approval. The company reported strong first-quarter results, with North American Pharmaceutical Distribution revenue up ~5% and Oncology and Multi-Specialty revenue and profit rising about 33% and 41%, respectively. McKesson expects to return roughly $5 billion to shareholders this year, including $2.5 billion in buybacks and a 15% dividend increase, while continuing investments in automation, AI and other growth initiatives. The firm is also progressing with the separation of its Medical-Surgical business, rebranded as Wellverse, targeted for the back half of next year. » Altro su finance.yahoo.com